Portfolio
ARX Wireless
Wireless infrastructure company developing macro cell sites in difficult-to-zone locations
Date of Investment
Sep 2019
Status
Unrealized
Headquarters
North Haven, Connecticut
Sector
Telecom Infrastructure
Boxwheel
Specialty trailer leasing platform with nearly 10,000 trailers, offering diversified revenue streams and asset-backed downside protection
Date of Investment
Feb 2018
Status
Partially Realized (Fund I Realized, CV Ongoing)
Headquarters
Denver, Colorado
Sector
Logistics / Transportation
BridgeCap
A real estate investment company set up to purchase distressed commercial real estate from CMBS special servicers and other off-market channels
Date of Investment
Sep 2020
Status
Realized
Headquarters
Dallas, Texas
Sector
Real Estate
CFAM
Consumer finance platform developed through long-standing principal relationships with strong realized returns
Date of Investment
Apr 2022
Status
Realized
Headquarters
Austin, Texas
Sector
Financial Services
Coast Energy
C&I solar platform focused on long-term PPAs and renewable tax credit monetization
Date of Investment
Jul 2021
Status
Unrealized
Headquarters
El Segundo, California
Sector
Renewable Energy
Dream Clean
Express car wash operator in Chicago aiming to build the region’s leading platform through strategic acquisitions and greenfield development
Date of Investment
Apr 2025
Status
Unrealized
Headquarters
Chicago, Illinois
Sector
Distributed Real Estate / Services
Established
Trademark licensing platform generating royalty income from a portfolio of brands, with global operations and stable, contractual cash flows
Date of Investment
May 2022
Status
Unrealized
Headquarters
Houston, Texas
Sector
Intellectual Property / Licensing
Gateway Fiber
FTTH broadband network in St. Louis with rapid market deployment and successful exit after significant customer growth
Date of Investment
Sep 2020
Status
Realized
Headquarters
St. Louis, Missouri
Sector
Digital Infrastructure
Kwikbit
Broadband infrastructure company, focused on providing high-speed internet services to manufactured housing communities
Date of Investment
Apr 2024
Status
Unrealized
Headquarters
Minneapolis, Minnesota
Sector
Digital Infrastructure
Maverick
Water infrastructure platform providing alternative water systems to large residential developments under long-term, take-or-pay water supply agreements
Date of Investment
Oct 2019 (Maverick I), Jan 2024 (Maverick II)
Status
Unrealized
Headquarters
Houston, Texas
Sector
Water Infrastructure
Tachus
FTTH broadband infrastructure serving North Houston, delivering high-margin, utility-like cash flows with strong growth and custom underwriting tools
Status
Partially Realized (Fund I Realized, Fund II & CV Ongoing)
Date of Investment
Nov 2018
Headquarters
The Woodlands, Texas
Sector
Digital Infrastructure
Undine
Water and wastewater utility platform operating across multiple assets with reliable utility cash flows
Date of Investment
Jun 2017
Status
Unrealized
Headquarters
Houston, Texas
Sector
Water Utility